• Nvidia spent more than $900 million to hire Enfabrica CEO Rochan Sankar and other employees at the AI startup and to license the company’s technology.
  英偉達(dá)花費了 9 億多美元聘請 Enfabrica 首席執(zhí)行官 Rochan Sankar 和這家人工智能初創(chuàng)公司的其他員工，并授權(quán)該公司的技術(shù)。
• The cash and stock deal is reminiscent of high-profile acquihires orchestrated by Meta and Google.
  這筆現(xiàn)金加股票的交易讓人想起了 Meta 和谷歌精心策劃的高調(diào)收購。
• Nvidia invested in Enfabrica as part of a $125 million funding round in 2023.
  英偉達(dá)投資 Enfabrica，作為 2023 年 1.25 億美元融資的一部分

Nvidia is paying cash and stock in the transaction, according to two people familiar with the arrangement. The deal closed last week, and Enfabrica CEO Rochan Sankar has joined Nvidia, said the people, who asked not to be named
據(jù)兩位知情人士透露，英偉達(dá)在這筆交易中支付現(xiàn)金和股票該交易于上周完成，Enfabrica 首席執(zhí)行官 Rochan Sankar 已加入 Nvidia，知情人士表示，他們不愿透露姓名。

Nvidia has served as the backbone of the AI boom that began with the launch of OpenAI’s ChatGPT in late 2022. The company’s graphics processing units (GPUs), which are generally purchased in large clusters, power the training of large language models and allow for big cloud providers to offer AI services to clients.
Nvidia一直是人工智能熱潮的中堅力量，這一熱潮始于 2022 年底 OpenAI 的 ChatGPT 的推出。該公司的圖形處理單元（GPU）通常在大型集群中購買，為大型語言模型的訓(xùn)練提供動力，并允許大型云提供商為客戶提供人工智能服務(wù)。

Enfabrica, founded in 2019, says its technology can connect more than 100,000 GPUs together. It’s a solution that could help Nvidia offer integrated systems around its chips so clusters can effectively serve as a single computer.
Enfabrica 成立于 2019 年，其技術(shù)可以將超過10萬個GPU連接在一起 。

這是一個解決方案，可以幫助英偉達(dá)提供圍繞其芯片的集成系統(tǒng)，

使集群可以高效工作。

While Nvidia’s earlier AI chips like the A100 were single processors slotted into servers, its most recent products come in tall racks with 72 GPUs installed working together. That’s the kind of system inside the $4 billion data center in Wisconsin that Microsoft announced on Thursday.
雖然英偉達(dá)早期的 AI 芯片（如 A100）是安裝在服務(wù)器上的單處理器，但其最新的產(chǎn)品是安裝在高機架上的 72 個 GPU 一起工作。這就是微軟周四宣布的位于威斯康星州價值 40 億美元的數(shù)據(jù)中心內(nèi)的系統(tǒng)。

Nvidia previously invested in Enfabrica as part of a $125 million Series B round in 2023 that was led by Atreides Management. The company didn’t disclose its valuation at the time, but said that it was a fivefold increase from its Series A funding.
Nvidia 此前投資了 Enfabrica，作為 2023 年由 Atreides Management 領(lǐng)投的 1.25 億美元 B 輪融資的一部分。該公司當(dāng)時沒有透露其估值，但表示這是其 A 輪融資的五倍。

Late last year, Enfabrica raised another $115 million from investors including Spark Capital, Arm, Samsung and Cisco. According to PitchBook, the post-money valuation was about $600 million.
去年年底，Enfabrica 從 Spark Capital、Arm、三星和思科等投資者那里又籌集了 1.15 億美元。根據(jù) PitchBook 的數(shù)據(jù)，上市后的估值約為 6 億美元。

Tech giants Meta, Google, Microsoft and Amazon have all poured money into hiring top AI talent through deals that resemble acquihires. The transactions allow the companies to bring in top engineers and researchers without worrying about the regulatory hassles that come with acquisitions.
科技巨頭 Meta、谷歌（Google）、 微軟（Microsoft）和亞馬遜（Amazon） 都通過類似于收購的交易，投入大量資金雇傭頂尖的人工智能人才。這些交易使這些公司能夠引進(jìn)頂級工程師和研究人員，而不必?fù)?dān)心收購帶來的監(jiān)管麻煩。

The biggest such deal came in June, when Meta spent $14.3 billion on Scale AI founder Alexandr Wang and others and took a 49% stake in the AI startup. A month later, Google announced an agreement to bring in Varun Mohan, co-founder and CEO of artificial intelligence coding startup Windsurf, and other research and development employees in a $2.4 billion deal that also included licensing fees.
最大的一筆交易發(fā)生在 6 月份，當(dāng)時 Meta 斥資 143 億美元收購了 Scale AI 創(chuàng)始人 Alexandr Wang 等人，并獲得了這家 AI 初創(chuàng)公司 49%的股份。一個月后，谷歌宣布了一項協(xié)議，將人工智能編碼初創(chuàng)公司 Windsurf 的聯(lián)合創(chuàng)始人兼首席執(zhí)行官 Varun Mohan 以及其他研發(fā)員工納入 24 億美元的交易，其中還包括許可費。

Last year, Google made a similar deal to bring in the founders of Character.AI. Microsoft did the same thing for Inflection, as did Amazon for Adept.
去年，谷歌也做了類似的交易，引入了人工智能的創(chuàng)始人。微軟為 Inflection 做了同樣的事情，亞馬遜也為 Adept 做了同樣的事情。

While Nvidia has been a big investor in AI technologies and infrastructure, it hasn’t been a significant acquirer. The company’s only billion-dollar-plus deal was for Israeli chip designer Mellanox, a $6.9 billion purchase announced in 2019. Much of Nvidia’s current Blackwell product lineup is enabled by networking technology that it acquired through that acquisition.
雖然英偉達(dá)一直是人工智能技術(shù)和基礎(chǔ)設(shè)施的大投資者，但它并不是一個重要的收購者。該公司唯一一筆超過 10 億美元的交易是以色列芯片設(shè)計師 Mellanox，這是 2019 年宣布的 69 億美元的收購。Nvidia 目前的 Blackwell 產(chǎn)品陣容大部分都是通過收購獲得的網(wǎng)絡(luò)技術(shù)實現(xiàn)的。

Nvidia tried to buy chip design company Arm, but that deal collapsed in 2022 due to regulatory pressure. In the past year, Nvidia closed a $700 million purchase of Run:ai, an Israeli company whose technology helps software makers optimize their infrastructure for AI.
英偉達(dá)曾試圖收購芯片設(shè)計公司 Arm，但由于監(jiān)管壓力，該交易于 2022 年失敗 。在過去的一年里，英偉達(dá)完成了對 Run：ai 的 7 億美元收購，Run：ai 是一家以色列公司，其技術(shù)幫助軟件制造商優(yōu)化其人工智能基礎(chǔ)設(shè)施。

On Thursday, Nvidia announced one of its most sizable investments to date. The chipmaker said it’s taken a $5 billion stake in Intel, and announced that the two companies will collaborate on AI processors. Nvidia also said this week that it invested close to $700 million in U.K. data center startup Nscale.
周四，英偉達(dá)宣布了迄今為止規(guī)模最大的投資之一。這家芯片制造商表示，它已經(jīng)收購了英特爾 50 億美元的股份，并宣布兩家公司將在人工智能處理器方面進(jìn)行合作。英偉達(dá)本周還表示，它在英國投資了近 7 億美元。數(shù)據(jù)中心啟動 Nscale。